Simply Money Advisors’s Philip Morris PM Stock Holding History

Simply Money Advisors’s Portfolio PM Stock Details PM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q2	–	Sell	-600	Closed	-$49K	–	38
2014 Q1	$49K	Buy	+600	New	+$48.5K	0.01%	25
2013 Q3	–	Sell	-164	Closed	-$14K	–	300
2013 Q2	$14K	Buy	+164	New	+$15.2K	﹤0.01%	133

Other funds holding PM

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Simply Money Advisors's PM Position: Q2 2014 in Review

Simply Money Advisors sold out of Philip Morris (PM) in Q2 2014, closing a stake of 600 shares — an estimated $49K sold.

Simply Money Advisors first reported a position in PM in Q2 2013 and held it in 2 quarters. The position peaked at $49K in Q1 2014. 1,385 funds tracked by Wall St. Rank hold PM as of Q2 2014.

Simply Money Advisors reported no remaining Philip Morris position as of Q2 2014 after selling out during the quarter.
Simply Money Advisors sold 600 Philip Morris shares in Q2 2014, an estimated $49K.
Simply Money Advisors first reported a position in Philip Morris in Q2 2013 and held it in 2 quarters.
Simply Money Advisors's Philip Morris position peaked at $49K in Q1 2014.
1,385 funds tracked by Wall St. Rank held Philip Morris as of Q2 2014.

Based on Simply Money Advisors's 13F filing for Q2 2014, filed 17 Jul 2014.